China Investment Strategy
Special Report
Misconceptions About China’s Rebalancing
The prevailing narrative around the world is that Chinese households are not spending enough and that China has overly relied on exports for economic growth. Some parts of this conjecture are incorrect. The primary economic imbalance in China is neither inadequate consumption nor outsized exports. The main economic excess is overinvestment.
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BCA Research | Emerging Markets Strategy
Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for EM equities, currencies, and fixed income.
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